Certified Financial Planner Certification
Module 1:
Foundation in Financial Planning

Associate Financial Planner Thumbnail @ TMC Academy

DURATION:
30 Hr(s)
2 weekdays per week over 5 Week(s)
Every Tuesday and Thursday 7-10pm
INTAKE:
Every first Tuesday of the Month
AWARDED BY:
Financial Planning Association of Singapore (FPAS)

Categories

Financial Planning

The objectives of this programme are to enable participants to understand the Foundation of Financial Planning. On successful completion this programme, participants can apply for the Associate Financial Planner (AFPCM) certification.

 The Associate Financial Planner (AFPCM) certification is an entry level certification in the financial planning sector. The AFPCM certification trains the individual to be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products.

Upon attaining the AFPCM certification, participants may choose to pursue a CERTIFIED FINANCIAL PLANNER™/CFP® certification, which represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

Assessments are conducted by the Financial Planning Association of Singapore (FPAS).

Module 1: Foundation in Financial Planning

Age

18 years old

Academic Qualification

Any of the followings:

  • GCE A level
  • Diploma
  Course Fee (with GST) FPAS

Exam Fee

(with GST)

Total Fees (with GST)
Fees $1679.00 $321.00 $2,000.00
90% IBF-STS fee Subsidy

(end 31/12/2021)

1511.10 288.90 1,800.00
5% IBF Credit fee Subsidy

(end 31/12/2020)

83.95 16.05 100.00
Total Subsidies $1,595.05 $304.95 $1,900.00
*Fee Payable after Subsidies 83.95 16.05 $100.00
Self-sponsored individuals (SC/PRs) can receive $10 per training hour for completing the programme under the Training Allowance Grant (TAG)

(end 31/12/2020)

30 Hrs X $10 = $300.00
Financial Institutions can receive $15 per training hour after employees complete training under the Training Allowance Grant (TAG)

(end 31/12/2020)

30 Hrs X $15 = $450.00

*Fee Payable after subsidies can be pay by SkillsFuture Credit for Self-sponsored individuals

 

Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy